Cover Your Assets
Logan Marcus delivers essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (800) 874-8380
Episodes
The conversation explores the concept of semi-retirement and working part-time in retirement. Logan discusses the benefits of phased retirement, including easing the emotional transition and allowing for a trial run of retirement. The importance of creating an income plan for retirement is emphasized, as well as the need to consider expenses and budgeting. The conversation also touches on the impact of required minimum distribution...
Logan Marcus discusses common retirement rules of thumb and how they may need to be adjusted in today's economic landscape. She covers topics such as the 60-40 stock bond rule, the magic retirement age of 65, the rule of 72, the rule of 100, and the 4% rule. She emphasizes the importance of personalized retirement planning and the need to adapt these rules to individual circumstances.
You can reach Logan at 800-874-8380.
Retirement planning has evolved over the past 20 years. Logan talks about how the 401(k) is a savings vehicle, not a retirement plan, and a comprehensive plan is necessary to determine how to use those funds in retirement. Increased longevity means more years to account for financial means, and healthcare costs can be a significant expense. Logan emphasizes the importance of having a retirement philosophy and a customized plan that...
In this conversation, Logan Marcus discusses dangerous assumptions people make about retirement planning. She covers topics such as working past age 65, underestimating life expectancy, spending in retirement, and taxes on retirement dollars. The conversation also includes quotes from George Foreman and other sources that highlight the need for disciplined saving and planning for retirement.
Reach Logan at 800-874-8380.
In this conversation, Logan Marcus discusses the dangers of DIY retirement planning and emphasizes the importance of working with a professional. She highlights the changing landscape of retirement and the need for a comprehensive plan that considers longer life expectancies and the absence of traditional pensions. Logan explains the retirement planning process, including determining retirement goals and income needs. She also addr...
The conversation discusses concerns about financial wellness, including inflation, debt, and market volatility. It highlights the importance of financial literacy and the lack of financial skills in younger generations. The conversation also addresses regrets in retirement planning, such as not saving enough or starting early enough. It emphasizes the need for spousal involvement in financial decisions and provides tips for avoidin...
Investing in retirement can be complicated, and as a result, people often misunderstand the subtleties. Logan aims to clear up some of those misunderstandings. The conversation covers topics such as retirement strategies, the importance of a fiduciary, building income in retirement, maximizing savings, handling debt, tax considerations, healthcare considerations, social security decisions, and starting the retirement planning proce...
In this episode, Logan Marcus discusses the importance of financial spring cleaning and provides tips for organizing and optimizing your finances. She emphasizes the need to review spending, manage debt, build an emergency fund, and enjoy retirement. Logan also highlights the importance of organizing financial documents, putting money to work through investments, and reevaluating insurance coverage.
You can reach Logan by calling...
In this conversation, Logan Marcus discusses various aspects of retirement planning and financial management. She cover topics such as consolidating retirement accounts, creating a budget, cleaning up financial documents, building an emergency fund, reviewing insurance policies, planning for bucket list activities, reviewing financial resolutions, boosting savings incrementally, practicing critical thinking, increasing contribution...
This conversation discusses celebrity financial mistakes and the importance of estate planning, financial literacy, tax planning, and working with a financial advisor. In this conversation, Logan Marcus discusses estate taxes and measures such as utilizing trusts to minimize tax liabilities. She also explores strategies for protecting against long-term care costs, including investing money in a way that allows for easy access in c...
This conversation covers various aspects of retirement planning including the importance of a clear retirement plan, assessing retirement savings and income sources, strategies for income withdrawals and maximizing Social Security benefits, average retirement age and ongoing trends. Logan covers spousal retirement considerations such as retirement age and savings disparities, assessing savings and expenses in retirement, financial...
Logan covers offensive and defensive strategies in the financial red zone, the importance of diversification, healthcare and long-term care considerations, the role of government policies and regulations, blind sides in retirement planning, building income in retirement, and the benefits of getting a second opinion. The conversation covers various topics related to retirement planning and financial strategies. The chapters include ...
This conversation explores important considerations for building a modern, holistic, and personalized retirement plan. The topics covered include determining what's enough for retirement, the importance of a withdrawal strategy, considerations for social security, long-term care planning, mortgage considerations, strategic planning for social security, building multiple streams of income, long-term care insurance vs. alternative so...
Logan offers strategies to consider to help lessen the blow of taxes in retirement. She cautions to use good strategies with your withdrawals and the selling of your assets. The conversation turns to planning for the “unexpected” in retirement such as kids returning home, caring for elderly parents, home and car maintenance, and health care expenses.
You can reach Logan at 800-874-8380.
Logan discusses financial goals for 2024. She identifies good goals to establish, how to get started, and offers tips on how to stay on track. Some of the goals include maximizing your savings efforts, creating a spending plan, paying off debt, building an emergency fund, proactively planning for taxes, and reassessing assets.
Contact Logan Marcus and Alpha Omega Wealth at 800-874-8380.
What if you have a plan for retirement in place and then life happens? Logan talks about the need for a good retirement plan to be flexible in the event of job loss, change in marital status, caring for parents, or health event. The conversation also includes retirement mistakes to avoid such as underestimating the impact of inflation and your longevity and being too conservative or too aggressive in investments.
You can reach L...
Logan talks about starting retirement planning early in the financial red zone with extra savings efforts and good strategies with your savings vehicles. The discussion then shifts to the need to have a contingency plan in the event of an earlier than expected retirement.
You can reach Logan Marcus by calling 800-874-8380.
See omnystudio.com/listener for privacy information.
It’s not asking too much to be happy in retirement. Proper planning can help lead to that. That’s the topic of conversation as Logan discusses the freedom of being debt free, having a good spending plan, clearly communicating with your spouse, and having diverse income sources. This podcast also addresses some important facts about annuities.
You can reach Logan and the team by calling 800-874-8380.
See omnys...
Logan covers some potentially dangerous mistakes to avoid in retirement planning including thinking you can beat the market, keeping all money in cash, and improper diversification. Also covered in the podcast are opportunities to start a business in retirement and the need to embrace technology in this new phase of your life.
You can reach Logan Marcus at 800-874-8380.
See omnystudio.com/listener for privacy i...
Logan covers tax strategies that are available for those 50 and older and are critical to consider on that journey to and through retirement. She also talks about solutions to retirement roadblocks and offers tips on how to better understand and maximize your 401(k).
You can reach Logan Marcus at 800-874-8380.
See omnystudio.com/listener for privacy information.
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